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Heritage Wealth Management (Arizona)’s TSMC TSM Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio TSM Stock Details TSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$1.33M Buy
17,841
+10,880
+156% +$787K 0.19% 84
2022
Q3 		$477K Sell
6,961
-412
-6% -$34.1K 0.15% 104
2022
Q2 		$603K Buy
7,373
+470
+7% +$43.5K 0.2% 85
2022
Q1 		$720K Buy
+6,903
New +$807K 0.19% 89
2021
Q3 		$479K Buy
4,292
+1,509
+54% +$177K 0.17% 94
2021
Q2 		$334K Buy
2,783
+902
+48% +$106K 0.13% 133
2021
Q1 		$222K Buy
+1,881
New +$233K 0.13% 147

Other funds holding TSM

Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TSM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its TSMC (TSM) stake by 156% in Q4 2022, buying an estimated $787K and bringing the position to 17,841 shares worth $1.33M. The position accounts for 0.19% of the portfolio, ranked #84.

Heritage Wealth Management (Arizona) first reported a position in TSM in Q1 2021 and has held it in 7 quarters since. 1,396 funds tracked by Wall St. Rank hold TSM as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 17,841 shares of TSMC worth $1.33M as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 10,880 TSMC shares in Q4 2022, an estimated $787K.
  • TSMC made up 0.19% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #84 holding.
  • Heritage Wealth Management (Arizona) first reported a position in TSMC in Q1 2021 and has held it in 7 quarters since.
  • 1,396 funds tracked by Wall St. Rank held TSMC as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.